Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
RVW Wealth, LLC | 16 | 16 | 3.51% | 6.19% | 10.10% | Q1 2020 | Q4 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.08% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 15 | 1 | 0.08% | 0.16% | 0.23% | Q3 2011 | Q3 2023 | 16 |
Plancorp, LLC | 16 | 16 | 1.98% | 3.41% | 6.42% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 1.10% | 1.34% | 1.76% | Q1 2020 | Q4 2023 | 16 |
Moisand Fitzgerald Tamayo, LLC | 16 | 16 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Chicago Partners Investment Group LLC | 16 | 16 | 0.03% | 0.28% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Magnus Financial Group LLC | 16 | 16 | 0.20% | 0.34% | 0.44% | Q4 2019 | Q3 2023 | 16 |
HighTower Advisors, LLC | 15 | 15 | 0.01% | 0.11% | 0.29% | Q1 2020 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.08% | 0.21% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Adero Partners, LLC | 14 | 14 | 0.30% | 6.33% | 8.85% | Q2 2020 | Q3 2023 | 14 |
SAGE RHINO CAPITAL LLC | 14 | 14 | 2.28% | 2.55% | 2.87% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 13 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.30% | 1.26% | 2.32% | Q3 2020 | Q3 2023 | 13 |
Merriman Wealth Management, LLC | 12 | 1 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Prosperity Planning, Inc. | 12 | 12 | 0.41% | 0.69% | 0.97% | Q4 2020 | Q3 2023 | 12 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 12 | 12 | 11.26% | 22.91% | 29.01% | Q4 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.02% | 0.76% | 1.27% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NORTHWEST WEALTH MANAGEMENT, LLC | 12 | 12 | 0.85% | 1.63% | 2.36% | Q4 2020 | Q3 2023 | 12 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Waypoint Wealth Partners Inc. | 12 | 12 | 12.78% | 18.56% | 22.11% | Q4 2020 | Q3 2023 | 12 |
Foundations Investment Advisors, LLC | 11 | 11 | 0.04% | 0.12% | 0.27% | Q1 2021 | Q3 2023 | 11 |
LPL Financial LLC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Private Advisor Group, LLC | 11 | 11 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CPWM, LLC | 11 | 11 | 0.32% | 0.92% | 1.90% | Q1 2020 | Q3 2022 | 11 |
UBS Group AG | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Great Point Wealth Advisors, LLC | 11 | 11 | 0.26% | 9.52% | 13.43% | Q1 2021 | Q3 2023 | 11 |
USAdvisors Wealth Management, LLC | 11 | 11 | 0.21% | 0.37% | 0.42% | Q1 2021 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
SOL Capital Management CO | 10 | 10 | 0.10% | 0.50% | 0.71% | Q2 2021 | Q3 2023 | 10 |
ROYAL BANK OF CANADA | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Avestar Capital, LLC | 10 | 10 | 0.10% | 1.95% | 3.28% | Q2 2021 | Q3 2023 | 10 |
V Wealth Advisors LLC | 10 | 10 | 0.07% | 1.76% | 3.18% | Q1 2021 | Q2 2023 | 10 |
B&D White Capital Company, LLC | 10 | 10 | 0.10% | 6.59% | 12.59% | Q2 2021 | Q3 2023 | 10 |
IHT Wealth Management, LLC | 10 | 10 | 0.03% | 0.07% | 0.17% | Q2 2021 | Q3 2023 | 10 |
OneDigital Investment Advisors LLC | 10 | 10 | 0.02% | 0.33% | 1.06% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
SAX WEALTH ADVISORS, LLC | 10 | 10 | 0.19% | 1.74% | 3.28% | Q2 2021 | Q3 2023 | 10 |
Tortoise Investment Management, LLC | 10 | 10 | 0.01% | 1.07% | 2.08% | Q2 2021 | Q3 2023 | 10 |
Sunbelt Securities, Inc. | 10 | 10 | 0.10% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Bridgewater Advisors Inc. | 6 | 4 | 0.10% | 0.57% | 1.38% | Q1 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 9 | 1 | 0.02% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 10 |
Apella Capital, LLC | 7 | 3 | 0.17% | 0.37% | 1.03% | Q2 2021 | Q4 2023 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 1 | 0.02% | 0.21% | 0.39% | Q2 2020 | Q3 2023 | 9 |
BRIGHTON JONES LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 9 | 0.01% | 0.11% | 0.33% | Q3 2021 | Q3 2023 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9 | 9 | 2.71% | 3.18% | 3.50% | Q3 2021 | Q3 2023 | 9 |
Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Financial Partners Group, Inc | 9 | 9 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.32% | 0.61% | 0.92% | Q3 2021 | Q3 2023 | 9 |
PARK AVENUE SECURITIES LLC | 9 | 9 | 0.01% | 0.18% | 0.39% | Q3 2021 | Q3 2023 | 9 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.60% | 5.14% | 7.49% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 1.25% | 1.31% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.04% | 0.91% | 1.67% | Q4 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.03% | 0.39% | 0.88% | Q4 2021 | Q3 2023 | 8 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 8 | 8 | 0.07% | 0.24% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
ML & R WEALTH MANAGEMENT LLC | 8 | 8 | 0.33% | 1.75% | 2.42% | Q4 2021 | Q3 2023 | 8 |
Waterfront Wealth Inc. | 8 | 8 | 0.33% | 0.40% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.18% | 4.27% | 7.20% | Q4 2021 | Q3 2023 | 8 |
Silicon Hills Wealth Management, LLC | 8 | 8 | 0.91% | 9.29% | 13.37% | Q3 2021 | Q2 2023 | 8 |
MAGNOLIA CAPITAL ADVISORS LLC | 3 | 2 | 2.23% | 3.14% | 4.25% | Q2 2020 | Q2 2023 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.07% | 0.83% | 1.47% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.40% | 0.65% | 0.99% | Q4 2021 | Q3 2023 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 3 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 8 |
WorthPointe, LLC | 8 | 8 | 3.25% | 6.40% | 7.75% | Q4 2021 | Q3 2023 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 0.16% | 0.26% | 0.61% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 4.36% | 8.23% | 10.80% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.93% | 1.43% | 1.70% | Q4 2021 | Q3 2023 | 8 |
Evanson Asset Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 0.11% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 0.46% | 0.67% | 0.84% | Q4 2021 | Q3 2023 | 8 |
BCR Wealth Strategies, LLC | 8 | 8 | 36.81% | 39.98% | 44.51% | Q4 2021 | Q3 2023 | 8 |
BANK OF AMERICA CORP /DE/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Strategic Blueprint, LLC | 8 | 8 | 0.29% | 2.41% | 3.17% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.18% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 7.39% | 8.94% | 10.21% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 4.37% | 11.94% | 20.45% | Q4 2021 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 6 | 2 | 0.01% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.12% | 0.91% | 1.20% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 7 | 7 | 0.05% | 0.13% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Asset Dedication, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 1.73% | 2.78% | 3.12% | Q1 2022 | Q3 2023 | 7 |
Greenspring Advisors, LLC | 7 | 7 | 0.20% | 1.37% | 2.40% | Q1 2022 | Q3 2023 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FMR LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
McLean Asset Management Corp | 7 | 7 | 0.62% | 1.69% | 2.57% | Q2 2022 | Q4 2023 | 7 |
Facet Wealth, Inc. | 6 | 1 | 0.04% | 0.24% | 0.34% | Q4 2021 | Q3 2023 | 7 |
M&T BANK CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.07% | 0.29% | 0.81% | Q4 2021 | Q3 2023 | 7 |
Stratos Wealth Partners, LTD. | 5 | 2 | 0.01% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 7 |
AWM CAPITAL, LLC | 7 | 7 | 0.93% | 7.71% | 10.93% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.03% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.03% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Marquette Asset Management, LLC | 7 | 7 | 0.59% | 0.68% | 0.75% | Q4 2020 | Q2 2022 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WESPAC Advisors SoCal, LLC | 7 | 7 | 0.11% | 0.34% | 0.65% | Q1 2022 | Q3 2023 | 7 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
REGATTA CAPITAL GROUP, LLC | 7 | 7 | 3.87% | 4.42% | 5.64% | Q1 2022 | Q3 2023 | 7 |
Oakwell Private Wealth Management, LLC | 7 | 7 | 0.19% | 0.32% | 0.87% | Q1 2022 | Q3 2023 | 7 |
BAYSHORE ASSET MANAGEMENT, LLC | 7 | 7 | 1.23% | 2.28% | 2.73% | Q1 2022 | Q3 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.88% | 1.37% | Q1 2022 | Q3 2023 | 7 |
CVA Family Office, LLC | 7 | 7 | 0.00% | 1.20% | 2.14% | Q1 2022 | Q3 2023 | 7 |
Truepoint, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 7 |
ROOSEVELT INVESTMENT GROUP LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
Hill Investment Group Partners, LLC | 7 | 7 | 0.19% | 0.55% | 1.44% | Q1 2022 | Q3 2023 | 7 |
Waypoint Capital Advisors, LLC | 6 | 6 | 3.79% | 4.81% | 6.81% | Q2 2022 | Q3 2023 | 6 |
Wealth Management Partners, LLC | 6 | 6 | 0.63% | 0.73% | 0.86% | Q2 2022 | Q3 2023 | 6 |
RAYMOND JAMES & ASSOCIATES | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Divergent Planning, LLC | 6 | 6 | 7.38% | 7.54% | 7.68% | Q2 2022 | Q3 2023 | 6 |
Smith Anglin Financial, LLC | 6 | 6 | 0.28% | 4.70% | 6.59% | Q2 2022 | Q3 2023 | 6 |
Lauterbach Financial Advisors, LLC | 4 | 2 | 0.18% | 0.20% | 0.20% | Q4 2021 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
Intelligent Financial Strategies | 6 | 6 | 0.35% | 0.62% | 0.93% | Q2 2022 | Q3 2023 | 6 |
NWAM LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 1.34% | 4.46% | 8.30% | Q4 2021 | Q1 2023 | 6 |
Quantitative Advantage, LLC | 6 | 6 | 0.30% | 0.33% | 0.36% | Q4 2021 | Q1 2023 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 6.65% | 7.84% | 8.34% | Q2 2022 | Q3 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.39% | 0.75% | 0.94% | Q2 2022 | Q3 2023 | 6 |
American Trust | 6 | 6 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Midwest Heritage Bank, FSB | 6 | 6 | 0.43% | 0.57% | 0.81% | Q2 2022 | Q3 2023 | 6 |
COOPER/HAIMS ADVISORS, LLC | 6 | 6 | 0.20% | 0.54% | 0.67% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.18% | 0.22% | 0.27% | Q1 2022 | Q3 2023 | 6 |
Diversified Portfolios, Inc. | 6 | 6 | 0.09% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 6 | 0.01% | 0.06% | 0.18% | Q2 2022 | Q3 2023 | 6 |
WELLS FARGO & COMPANY/MN | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Abacus Planning Group, Inc. | 6 | 6 | 0.20% | 0.24% | 0.26% | Q4 2020 | Q1 2022 | 6 |
WIPFLI FINANCIAL ADVISORS LLC, | 6 | 6 | 9.89% | 14.36% | 16.64% | Q2 2021 | Q3 2022 | 6 |
Brio Consultants, LLC | 6 | 6 | 0.05% | 1.09% | 1.33% | Q2 2022 | Q3 2023 | 6 |
Auxano Advisors, LLC | 6 | 6 | 0.31% | 2.24% | 4.41% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
WMS Partners, LLC | 6 | 6 | 0.53% | 2.73% | 4.15% | Q2 2022 | Q3 2023 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 10.30% | 13.11% | 16.19% | Q2 2022 | Q3 2023 | 6 |
Pure Financial Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 6 |
Geometric Wealth Advisors | 6 | 6 | 0.58% | 1.82% | 5.13% | Q2 2022 | Q3 2023 | 6 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Clear Harbor Asset Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Echo Wealth Management, LLC | 5 | 5 | 6.54% | 7.49% | 7.93% | Q3 2022 | Q3 2023 | 5 |
REDW Wealth LLC | 5 | 5 | 0.13% | 1.70% | 4.32% | Q3 2022 | Q3 2023 | 5 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 5 |
JRM Investment Counsel, LLC | 5 | 5 | 1.30% | 2.40% | 4.02% | Q3 2022 | Q3 2023 | 5 |
ANDERSON HOAGLAND & CO | 5 | 5 | 0.50% | 0.60% | 0.71% | Q3 2022 | Q3 2023 | 5 |
TCG Advisory Services, LLC | 5 | 5 | 0.11% | 0.15% | 0.19% | Q3 2022 | Q3 2023 | 5 |
CRA Financial Services, LLC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q2 2023 | 5 |
STIFEL FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Capital Group Private Client Services, Inc. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Applied Capital LLC | 5 | 5 | 0.16% | 1.47% | 1.92% | Q1 2021 | Q1 2022 | 5 |
Aprio Wealth Management, LLC | 5 | 5 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Forum Financial Management, LP | 5 | 5 | 0.02% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Bridge Advisory, LLC | 5 | 5 | 0.74% | 0.86% | 0.93% | Q3 2022 | Q3 2023 | 5 |
Callan Capital, LLC | 5 | 5 | 0.93% | 1.13% | 1.41% | Q3 2022 | Q3 2023 | 5 |
Faithward Advisors, LLC | 5 | 5 | 0.00% | 0.03% | 0.09% | Q3 2022 | Q3 2023 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 5 |
Ruedi Wealth Management, Inc. | 4 | 4 | 1.22% | 1.32% | 1.46% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 2.63% | 3.06% | 3.38% | Q4 2022 | Q3 2023 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 2.70% | 3.37% | 4.82% | Q1 2022 | Q4 2022 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 12.09% | 13.08% | 13.71% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 3.48% | 3.87% | 4.25% | Q4 2022 | Q3 2023 | 4 |
Willow Creek Wealth Management Inc. | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
FIRST NATIONAL TRUST CO | 4 | 4 | 0.01% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.67% | 0.83% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Flagstone Financial Management | 4 | 4 | 3.51% | 3.74% | 3.97% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.13% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Glenview Trust Co | 4 | 4 | 0.02% | 0.16% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 3.02% | 3.27% | 3.49% | Q4 2022 | Q3 2023 | 4 |
Global Trust Asset Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 4 |
My Personal CFO, LLC | 4 | 4 | 0.92% | 3.46% | 4.68% | Q4 2022 | Q3 2023 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 5.73% | 6.11% | 6.36% | Q4 2022 | Q3 2023 | 4 |
TRIAD FINANCIAL ADVISORS, INC. | 4 | 4 | 0.16% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 13.62% | 14.29% | 14.73% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Creative Planning | 4 | 4 | 0.17% | 0.26% | 0.42% | Q4 2022 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Betterment LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 0.24% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 6.96% | 7.10% | 7.26% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.03% | 0.05% | 0.12% | Q4 2021 | Q1 2023 | 4 |
Intelligence Driven Advisers, LLC | 4 | 4 | 1.92% | 3.15% | 4.77% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Canvas Wealth Advisors, LLC | 4 | 4 | 0.51% | 1.00% | 1.26% | Q4 2022 | Q3 2023 | 4 |
RMB Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Morling Financial Advisors, LLC | 4 | 4 | 3.90% | 4.17% | 4.72% | Q4 2022 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.21% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.56% | 0.56% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Addison Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SG Americas Securities, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Pacific Life Fund Advisors LLC | 4 | 4 | 11.36% | 31.64% | 50.55% | Q4 2022 | Q3 2023 | 4 |
Trellis Wealth Advisors LLC | 4 | 4 | 9.82% | 10.32% | 10.92% | Q4 2022 | Q3 2023 | 4 |
Disciplina Capital Management LLC | 4 | 4 | 0.90% | 1.43% | 1.95% | Q4 2022 | Q3 2023 | 4 |
KWB Wealth | 4 | 4 | 0.35% | 0.37% | 0.39% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 1.74% | 1.98% | 2.14% | Q4 2022 | Q3 2023 | 4 |
55I, LLC | 4 | 4 | 0.05% | 0.18% | 0.26% | Q4 2021 | Q3 2022 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 13.88% | 14.70% | 15.01% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARQ WEALTH ADVISORS, LLC | 3 | 3 | 0.33% | 3.62% | 5.34% | Q1 2023 | Q3 2023 | 3 |
L & S Advisors Inc | 3 | 3 | 0.37% | 0.45% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.32% | 0.35% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Tevis Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.60% | 0.94% | 1.13% | Q1 2023 | Q3 2023 | 3 |
FAS Wealth Partners, Inc. | 2 | 1 | 0.89% | 1.03% | 1.13% | Q4 2022 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 1.95% | 1.96% | 1.97% | Q1 2023 | Q3 2023 | 3 |
Bull Oak Capital, LLC | 3 | 3 | 0.02% | 10.34% | 15.62% | Q1 2023 | Q3 2023 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 1.78% | 1.80% | 1.82% | Q1 2023 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q2 2022 | Q1 2023 | 3 |
HYA Advisors, Inc | 3 | 3 | 0.62% | 2.71% | 4.68% | Q4 2021 | Q2 2022 | 3 |
CASTLE WEALTH MANAGEMENT LLC | 3 | 3 | 1.94% | 2.42% | 2.69% | Q1 2023 | Q3 2023 | 3 |
Summit X, LLC | 3 | 3 | 0.10% | 0.25% | 0.40% | Q1 2023 | Q3 2023 | 3 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.04% | 0.11% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Acropolis Investment Management, LLC | 3 | 3 | 0.79% | 0.80% | 0.80% | Q1 2023 | Q3 2023 | 3 |
PCG Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
WEST PACES ADVISORS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.96% | 1.11% | 1.23% | Q1 2023 | Q3 2023 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 3 |
Meredith Wealth Planning | 3 | 3 | 1.96% | 2.80% | 3.33% | Q1 2023 | Q3 2023 | 3 |
Full Sail Capital, LLC | 3 | 3 | 3.98% | 4.23% | 4.38% | Q1 2023 | Q3 2023 | 3 |
Abacus Wealth Partners, LLC | 3 | 3 | 0.13% | 0.60% | 0.94% | Q2 2021 | Q4 2021 | 3 |
Orion Capital Management LLC | 3 | 3 | 0.06% | 2.16% | 4.21% | Q1 2023 | Q3 2023 | 3 |
Paracle Advisors, LLC | 3 | 3 | 0.23% | 0.28% | 0.38% | Q3 2020 | Q1 2021 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Buttonwood Financial Group, LLC | 3 | 3 | 6.90% | 8.72% | 10.44% | Q2 2023 | Q4 2023 | 3 |
Geneos Wealth Management Inc. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.61% | 0.62% | 0.63% | Q1 2023 | Q3 2023 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.00% | 0.10% | 0.29% | Q3 2022 | Q3 2023 | 3 |
Tillman Hartley LLC | 3 | 3 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Calamos Wealth Management LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 3 |
Mariner, LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 3 | 3 | 1.97% | 2.01% | 2.09% | Q4 2020 | Q2 2021 | 3 |
GEM Asset Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 2.04% | 2.05% | 2.06% | Q4 2022 | Q1 2023 | 2 |
Certified Advisory Corp | 2 | 2 | 0.11% | 0.16% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Safeguard Financial, LLC | 2 | 2 | 0.03% | 0.25% | 0.47% | Q1 2023 | Q2 2023 | 2 |
Objective Capital Management, LLC | 2 | 2 | 0.20% | 0.24% | 0.28% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.10% | 0.19% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CGN Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q3 2023 | Q4 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 1.01% | 1.01% | 1.01% | Q2 2023 | Q3 2023 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VICUS CAPITAL | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Zhang Financial LLC | 2 | 2 | 0.04% | 0.10% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.35% | 0.37% | 0.39% | Q2 2023 | Q3 2023 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Level Financial Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 3.96% | 5.13% | 6.30% | Q1 2023 | Q2 2023 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
City State Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 2.60% | 2.60% | 2.60% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Tranquility Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2020 | Q2 2020 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hutchens & Kramer Investment Management Group, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2023 | Q4 2023 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TFB Advisors LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
COZAD ASSET MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own AMERICAN CENTY ETF TR or have owned AMERICAN CENTY ETF TR in the past.